Your organization is set up by our team, and you receive an invitation by email. After you accept it, the Get started page walks you through four steps: secure your account with two-step verification, bring in your numbers from your accounting system or an Excel file, confirm the suggested account mapping, and invite your team. Your dashboard is ready as soon as the numbers are in.
What do you need before you start?
- The invitation email from Naarvin. The link in it opens your organization.
- A phone with an authenticator app, or a device with a passkey such as Face ID, Touch ID or Windows Hello.
- Either access to your accounting system, or a trial balance in Excel.
What are the four steps?
- Secure your accountSet up two-step verification with an authenticator app or a passkey, and keep your backup codes somewhere safe. Adding a company or connecting a system asks for it again.
- Bring in your numbersChoose your accounting system to connect it, or upload a trial balance from Excel. See connect your accounting system or import a trial balance from Excel.
- Confirm the mappingNaarvin suggests where each account belongs in its finance model. Confirm all the suggestions in one click, or review them first. See confirm account mapping.
- Invite your teamInvite colleagues by email and give each a role and the companies they may see. See invite your team and set roles.
Get started appears at the top of the menu while your organization is being set up. Each step ticks off as it is done, and you can leave and come back at any time.
What happens when the numbers are in?
Your CFO dashboard opens with a first look at the business: revenue, EBITDA and cash, a few sentences on what stands out, the largest cost, and a button that shows why revenue moved. Every figure opens to the ledger lines behind it. A short to-do list suggests what to do next, such as uploading an earlier period so you have something to compare with.
Who helps you set up?
Our team does. On every plan we connect your systems and match your accounts with you. On Standard and Enterprise we run the full implementation up to your first month end. You can reach us in Arabic or English.
Questions people ask
I did not receive the invitation. What should I do?
Check your spam folder, then ask our team or your organization's owner to send it again. Invitations are sent to the email address they were created for.
Do I have to finish every step at once?
No. Get started remembers what is done. You can connect one company today and invite the team later.
Can I start with Excel and connect our ERP later?
Yes. Many teams upload a trial balance first to see their numbers, then connect the system for daily syncing.